See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,623 | $210,648-54.1% | $177,989-45.7% | $145,922-33.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 17.93% | 385.86%-367.9pp | 294.48%-276.6pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,000 | $4,565-78.1% | $3,949-74.7% | $4,660-78.5% |
| Participant deferral / active EE | $7,458 | $6,958+7.2% | $6,276+18.8% | $6,688+11.5% |
| Admin fee / account holder | $7,880 | $12,013-34.4% | $10,363-24.0% | $13,397-41.2% |